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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,924 | $77,817+0.1% | $123,553-36.9% | $64,173+21.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.10% | 12.49%-17.6pp | 119.21%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,506 | $3,014+16.3% | $4,628-24.2% | $2,381+47.3% |
| Participant deferral / active EE | $8,680 | $5,240+65.6% | $6,426+35.1% | $3,470+150.2% |
| Admin fee / account holder | $1,075 | $5,519-80.5% | $9,284-88.4% | $4,887-78.0% |